Industry Recognition

The KWB team is always trying to better the lives of our clients and our community. This has earned us industry-wide recognition as one of the top advisors in the nation. Based on our quality of service, assets under management, philanthropy, investment process, and much more; we’ve been mentioned in Barron's, Financial Times and Forbes. 

 

 

 

1. The Barron’s awards are based on assets under management, revenue produced for the firm, regulatory record, quality or practice and philanthropic work.
2. The annual ranking by the Financial Times, a leading global business publication, is based in large part on data gathered from and verified by broker-dealer home offices, and, as identified by the Financial Times, reflects each advisor’s performance in six primary areas including assets under management, growth, compliance record, experience, credentials and accessibility.
3. The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including: assets under management and revenue generate for their firms. Portfolio performance is not a criterion due to a varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings. LPL Financial, Forbes magazine and SHOOK Research are all separate entities.